#Contact Record0 utenti parlano di questo argomento

Question mark appearing in email quick action

I am using a basic template to send an email from a Contact record, and after I send the email it inserts an errant question mark into the subject line of the email. This is a little bit embarrassing. How do I eliminate the question mark? Here's my subject line:

Welcome {{{Recipient.Name}}} - Onboarding

In the template I've cleared and retyped this text from scratch. I've also cleared and pasted into a text editor to make sure there's no odd formatting, then pasted it back. No luck. In the first comment I am uploading a screenshot of what the test email looks like in my own inbox. Appreciate the help.

Hello Everyone! Question and maybe this has been done but my google-fu is not up to par today. Trying to see if its possible to do a Lookup filter on a contact field that will be on the log a call layout. A little context we are trying to narrow the lookup to just the contacts associated to the account whenever someone logs a call. Instead of it showing the most recently viewed. Unless there is something I missing about tasks/activities. Hope this makes sense!

#Log A Call  #Contact Record  #Contact Lookup Field

I have a #Flow that updates a few fields on the #User Object when the User is deactivated. Is it possible to also create a #New Task record on the associated #Contact Record to show that the User was deactivated? I've tried calling a Subflow, using a Create Records, and using a Create Task action, but nothing is working. It might not be possible due to a Mixed DML issue?

Anyone know how to automate the assignment of a recognition badge to a community user based on a checkbox their contact record? I'm struggling to find the object that contains the badges. Any help welcome!

Hi Trailblazers,

We have a managed package and when it creates a XYZ record, it also creates a contact record in Salesforce and in some cases contacts with the same name exists in Salesforce already and duplicate rules setup in salesforce are not allowing to create the contact record in salesforce. Due to this, XYZ record is also not created.

Any suggestions how can we solve this?

Thanks!! 

Completely new to using Agile Accelerator. I am hoping to use it to keep track of our 90 days goals and long-term strategic plan with each of our clients. This would be for internal use only. We are also a one-person consulting service so we would not be utilizing Agile in the team sense. My question is, can I attach user stories, sprints, etc to an Account record and a Contact record? How do I do this?

Hello,

I have a custom profile center that we use with Marketing Cloud.  We have a link that goes to a salesforce site.  We pass the contactID to the VF site for reference later.   On the VF site, the guest user can check and uncheck boxes that are coming from the Contact record that matches the ContactID that we pass.  So they are basically editing their Contact record.  First we return the values of the checkboxes and display them, then we let the guest user edit them.  Finally we update the contact record so that the checkboxes are accurate.  

The check boxes are basically the lists that the user has subscribed to.  

So, this whole thing will break right?  We can't let guest users edit records now.  So now what?  I looked on this thread and saw some similar use cases, but none quite like this one.   

Are there any work arounds?  We don't want to have to host the preference center somewhere else, rebuild the whole thing, and make api calls to update the record.  Any help would be greatly appreciated. We got the opt out up until now, but it's going away very soon. 

Hello Admins!

I need help! I am applying for a job and they have asked me to present a bunch of solutions for a make believe Nonprofit company. I got through 90% of it but I am stumped on one problem.

How can I show the Number of Classes (Sessions) a Mentor is teaching on their contact record?

So I loaded a playground with NPSP and PMM and Ive created the programs, the services offered and the Sessions that are scheduled.

I loaded the mentor as the " Service provider" on the Scheduled service, how do I connect them back to the mentors contact record?

I thought I could do a roll-up field but I couldn't figure it out.

Please let me know what you suggest?

Thanks everyone!!!

Send an Email Alert from the associated Email of a Contact in a contact record 

Hello Trailblazers!

I'm looking for advice on how to handle something in an org using EDA. I am trying to create a process in Process Builder that evaluates certain field values on a contact record. If certain criteria are met on the contact record, I also need to check a custom field on an unrelated course offering record to see if a certain course has capacity. If there's capacity in the course offering, I need to create a program enrollment with a special status. In process builder, I know how to check the fields on the contact record, and I can create the program enrollment, but the piece I'm having a hard time with is how to check an unrelated course offering's capacity. Any advice would be hugely appreciated!